Swisher Financial Concepts’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

Swisher Financial Concepts’s Portfolio PTF Stock Details PTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,650	Closed	-$274K	–	96
2025 Q1	$274K	Hold	4,650	–	–	0.23%	58
2024 Q4	$337K	Hold	4,650	–	–	0.4%	41
2024 Q3	$292K	Hold	4,650	–	–	0.18%	71
2024 Q2	$291K	Hold	4,650	–	–	0.29%	62
2024 Q1	$263K	Hold	4,650	–	–	0.23%	66
2023 Q4	$225K	Buy	+4,650	New	+$214K	0.22%	71

Other funds holding PTF

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Swisher Financial Concepts's PTF Position: Q2 2025 in Review

Swisher Financial Concepts sold out of Invesco Dorsey Wright Technology Momentum ETF (PTF) in Q2 2025, closing a stake of 4,650 shares — an estimated $274K sold.

Swisher Financial Concepts first reported a position in PTF in Q4 2023 and held it in 6 quarters. The position peaked at $337K in Q4 2024. 100 funds tracked by Wall St. Rank hold PTF as of Q2 2025.

Swisher Financial Concepts reported no remaining Invesco Dorsey Wright Technology Momentum ETF position as of Q2 2025 after selling out during the quarter.
Swisher Financial Concepts sold 4,650 Invesco Dorsey Wright Technology Momentum ETF shares in Q2 2025, an estimated $274K.
Swisher Financial Concepts first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q4 2023 and held it in 6 quarters.
Swisher Financial Concepts's Invesco Dorsey Wright Technology Momentum ETF position peaked at $337K in Q4 2024.
100 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q2 2025.

Based on Swisher Financial Concepts's 13F filing for Q2 2025, filed 16 Jul 2025.